Posts tagged ‘deferred compensation plans’

The reality of the new tax reality



If you filed your tax bill earlier this year, chances are it wasn’t pretty. I polled a group of key advisors and asked if the new tax reality had sunk in with their business owner clients, and the overwhelming majority answered, “NO!”

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Avoiding “Taxpayer Remorse”



January and February are traditionally the months when we get our taxes organized and then send the information to our tax preparers. Or, perhaps it’s March and April for some. Either way, once we hear back from our tax preparers, many taxpayers experience what I call “taxpayer remorse.” …

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